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Cura Wealth Advisors’s Blackstone BX Stock Holding History

Cura Wealth Advisors’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,076
Closed -$311K – 132
2025
Q2 		$311K Buy
+2,076
New +$285K 0.12% 74

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cura Wealth Advisors's BX Position: Q1 2026 in Review

Cura Wealth Advisors reduced its Blackstone (BX) stake by 13% in Q1 2026, selling an estimated $42.5K and leaving 2,165 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #98.

Cura Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 5 quarters since. The position peaked at $504K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Cura Wealth Advisors held 2,165 shares of Blackstone worth $249K as of Q1 2026.
  • Cura Wealth Advisors sold 327 Blackstone shares in Q1 2026, an estimated $42.5K.
  • Blackstone made up 0.11% of Cura Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Cura Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 5 quarters since.
  • Cura Wealth Advisors's Blackstone position peaked at $504K in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cura Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.